Models and Presentations

Build models with one-click access to calculations and source documents

When you need to create custom financial models and presentations, FactSet’s tools for Microsoft Office enable you to connect charts and tables in Microsoft Word, Excel, PowerPoint, and Outlook to FactSet’s data so you can save time, enforce brand standards, and increase transparency.

Models and Presentations

Build dynamic tables and charts.

Create tables and charts with the level of customization you need. For basic reporting, select from a library of over 100 templates of the most common reports. For advanced reporting, create flexible tables and charts in Excel directly from FactSet data with a wizard-style report builder, requiring no coding skill. Template management tools help you easily edit, duplicate, or share reports. Or, create custom reports with just the FactSet data you want.

Dynamic Reports

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Automate repetitive formatting and auditing tasks.

With FactSet’s Office productivity tools, you can sync information and automate repetitive tasks, so you can focus on strategic investment analysis. Bring transparent, refreshable FactSet data into Excel, Word, and PowerPoint without leaving Microsoft Office. You can also link data between different Office programs, so you don’t have to update the same data in multiple places or worry about inconsistencies within a pitchbook or research report.

Automation

Increase transparency and simplify auditing.

Check a colleague’s work or determine the ramifications of data changes. With direct links to the original source of information, you can easily determine the origin and accuracy of data in Office applications.

With smart precedents and smart dependents, you can highlight data that would change if a given cell were adjusted. Export content from HTML or PDF documents directly into your models while preserving links to the original files, allowing others to see where information was obtained. FactSet's sidebar tool for Outlook shows key market data alongside your email, bringing FactSet’s data and transparency to your inbox.

Transparency

Sync your calendar with company events.

With Outlook integration, you can synchronize financial earnings and event calendars with your Outlook calendar, so you never miss an earnings report or any company event.

Event Tracking

Create and share internal research.

Outlook Sidebar lets you create research notes from FactSet data directly in email and share them with your colleagues. You can also keep track of meetings related to investment decisions for compliance or compensation purposes.

Research Distribution

Enforce brand standards.

With FactSet’s customized style sets and presentation templates, you can include tombstones, custom shapes, logos, chart formats, and tables of contents that match your firm’s branding. Refreshable, presentation-ready graphs tied to market data are automatically built to match your styles, so you don't spend time formatting.

Custom Branding

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The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.